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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,491 | $175,259-70.6% | $149,723-65.6% | $139,487-63.1% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 10.60% | 166.82%-156.2pp | 134.50%-123.9pp | 373.84%-363.2pp |
| Employer contribution / active EE | $2,533 | $5,478-53.8% | $4,821-47.5% | $4,755-46.7% |
| Participant deferral / active EE | $7,771 | $6,522+19.2% | $5,682+36.8% | $6,713+15.8% |
| Admin fee / account holder | $3,136 | $16,158-80.6% | $13,215-76.3% | $11,407-72.5% |